Ranking, Idaho

Fastest-growing independent RIAs over one year in Idaho

As of October 2, 2026, Sand Creek Capital, LLC ranked #1 in Idaho in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 144.1%, from a base of $193.0 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, and each firm's own page still shows the change. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Fastest-growing independent RIAs over one year in Idaho
Rank	Firm	City	Growth	Starting value
1	Sand Creek Capital, LLC	Rexburg	144.1%	$193.0 million
2	Investor Fan	Boise	84.1%	$427.7 million
3	Desert Rose Capital Management, Inc.	Meridian	70.5%	$112.7 million
4	Scratch Capital	Boise	62.9%	$141.2 million
5	Continuum Advisory, LLC	Eagle	34.6%	$1.4 billion
6	Helmstar Wealth Management	Boise	33.9%	$586.9 million
7	Legacy Wealth Management, LLC	Boise	32.0%	$476.5 million
8	American Capital Advisory, LLC	Ketchum	31.2%	$254.9 million
9	Inspire Advisors, LLC	Meridian	28.9%	$1.0 billion
10	Five Pine Wealth	Coeur D'Alene	25.9%	$152.4 million
11	Wood Tarver Financial	Boise	25.3%	$390.3 million
12	Next Level Wealth Planning, LLC	Meridian	24.9%	$258.5 million
13	The Caprock Group, LLC	Boise	23.0%	$10.1 billion
14	HRC Wealth Management, LLC	Moscow	20.4%	$404.9 million
15	Arrien Investments, Inc.	Boise	19.6%	$189.4 million
16	Perspective Wealth Partners, LLC	Boise	19.3%	$707.3 million
17	Onyx Financial Advisors, LLC	Idaho Falls	18.7%	$426.8 million
18	Summit Wealth and Retirement Partners	Eagle	18.6%	$824.8 million
19	Aspen Capital Management, LLC	Boise	18.4%	$1.1 billion
20	RW Investment Management LLC	Eagle	17.7%	$1.5 billion
21	Figure 8 Investment Strategies LLC	Boise	16.8%	$199.8 million
22	Tumwater Wealth Management, LLC	Boise	16.3%	$349.5 million
23	Journey Retirement Planning and Investment Management, LLC	Ammon	16.3%	$161.1 million
24	Arcadia Investment Advisors, LLC	Eagle	16.0%	$298.0 million
25	BR Wealth Management	Boise	15.7%	$284.2 million
26	Pinkerton Wealth Partners	Coeur D'Alene	14.8%	$1.3 billion
27	Elite Financial, Inc.	Lewiston	14.4%	$239.8 million
28	Doceo Wealth, LLC	Meridian	12.9%	$242.8 million
29	Venturi Private Wealth Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.	Boise	12.7%	$3.2 billion
30	Sky-Mountain Capital Management	Ketchum	11.5%	$188.8 million
31	Pacific Value, LLC	Boise	10.5%	$172.0 million
32	Rockhill Advisors LLC	Victor	9.3%	$159.4 million
33	Pacific Peak Advisors, LLC	Ketchum	7.9%	$207.4 million
34	Hawke Financial Group	Meridian	6.0%	$254.3 million
35	Pinnacle Portfolio Advisors	Boise	0.5%	$171.1 million
36	Berkeley, Inc	Boise	-3.7%	$595.9 million
37	Gregory Lyle & Co.	Sun Valley	-5.8%	$204.1 million
38	Mountain Pacific Investment Advisers, LLC	Boise	-46.6%	$1.7 billion

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

38 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.